JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

LYELL WEALTH MANAGEMENT, LP's Holding History (CIK: 0001686444)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 100,817 Value ($000) $32,485 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 96,673 Value ($000) $30,494 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 100,270 Value ($000) $29,069 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 95,780 Value ($000) $23,495 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 90,055 Value ($000) $21,587 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 89,875 Value ($000) $18,951 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 88,389 Value ($000) $17,878 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 86,381 Value ($000) $17,302 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 86,483 Value ($000) $14,711 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 85,603 Value ($000) $12,414 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 86,969 Value ($000) $12,649 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 85,832 Value ($000) $11,185 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 87,778 Value ($000) $11,771 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 86,391 Value ($000) $9,028 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 84,435 Value ($000) $9,508 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 84,942 Value ($000) $11,579 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 85,597 Value ($000) $13,554 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 84,126 Value ($000) $13,771 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 83,770 Value ($000) $13,030 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 80,385 Value ($000) $12,237 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 73,059 Value ($000) $9,284 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 69,970 Value ($000) $6,736 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 70,371 Value ($000) $6,619 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 65,595 Value ($000) $5,906 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 63,553 Value ($000) $8,859 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 61,641 Value ($000) $7,255 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 59,884 Value ($000) $6,695 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 58,711 Value ($000) $5,943 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 57,086 Value ($000) $5,573 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 56,381 Value ($000) $6,362 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 56,643 Value ($000) $5,902 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 56,453 Value ($000) $6,208 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 56,077 Value ($000) $5,997 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 56,047 Value ($000) $5,353 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 55,187 Value ($000) $5,044 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 48,492 Value ($000) $4,260 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 45,531 Value ($000) $3,929 Avg Close $59.89 Range $51.67 - $68.65